Mock Interviews

Who Maintains this Data?

• Career Services enters and maintains mock interview data

General Notes

• Adding a new contact to the engagement record will create an engagement detail record
• Each person will have their own engagement detail record with its own ID (ELD-XXXXXX). 
  • If you click on the EL Detail ID, that will open a record page with the details for each person who has come to do mock interviews

Retention Notes

• TBD

Adding Contacts to Mock Interviews

• Navigate to the Undergraduate or Graduate Mock Interview engagement record: https://uiowa.atlassian.net/wiki/spaces/tippietechresources/pages/57837538/Engagements Record:
  • Tippie Undergraduate Mock Interview engagement record: https://tippie.lightning.force.com/lightning/r/Experiential_Learning__c/a0J8W00000WbMgTUAV/view
  • Tippie Graduate Mock Interview engagement record: https://tippie.lightning.force.com/lightning/r/Experiential_Learning__c/a0J8W00000WbMgOUAV/view

• On the Engagement Details section, click the New button
• Select Course Project Details as the record type and click Next
  
  • You may not see this screen, in which case it will default to Course Project Details as the record type.

Enter the following information and click Save:

• Facilitator: Class Instructor (optional)
• Semester
• Comments (optional)
• Organization: The company the person works for (optional)
  • If the company doesn't exist in Salesforce, create a new company: Create Business Organization.
• Contact: The person who is helping give mock interviews.
  • If the contact doesn't exist in Salesforce, create a new contact: Create a Contact.
• Role: Coach
• Status: Former

Edit Existing Engagement Detail Record

• If you want to make an edit on a record, either click on the Engagement Detail ID (ELD-XXXXXX) and click Edit or click on the dropdown on the right of the person's name and click Edit
• Make any updates needed and click Save